CRM Pricing Plans

Grow your business faster with the plan that suits you best.

Plus

$29

Per user/month, billed annually

(All prices USD)
  • 100,000 Records
  • 2,500 Emails
  • 50 Custom Fields
  • Custom Kanban Sales Pipeline
  • Custom Task & Project Management
  • Custom Reports & Charts
  • Mobile CRM App
  • Standard Dashboards
  • Custom Dashboards
  • Shareable Insight Cards
  • Role-Based Permissions
  • Lead Assignment Rules
  • Workflow Automation
  • Lambda Gateway
  • Dynamic Screen Layouts
  • SAML-based Single Sign On (SSO)
most popular

Professional

$49

Per user/month, billed annually

(All prices USD)
  • 250,000 Records
  • 5,000 Emails
  • 100 Custom Fields
  • Custom Kanban Sales Pipeline
  • Custom Task & Project Management
  • Custom Reports & Charts
  • Mobile CRM App
  • Standard Dashboards
  • Custom Dashboards
  • 100 Shareable Insight Cards
  • Role-Based Permissions
  • Lead Assignment Rules
  • Workflow Automation
  • Lambda Gateway
  • Dynamic Screen Layouts
  • SAML-based Single Sign On (SSO)

Enterprise

$99

Per user/month, billed annually

(All prices USD)
  • Unlimited Records
  • 10,000 Emails
  • 200 Custom Fields
  • Custom Kanban Sales Pipeline
  • Custom Task & Project Management
  • Custom Reports & Charts
  • Mobile CRM App
  • Standard Dashboards
  • Custom Dashboards
  • Unlimited Shareable Insight Cards
  • Role-Based Permissions
  • Lead Assignment Rules
  • Workflow Automation
  • Lambda Gateway
  • Dynamic Screen Layouts
  • SAML-based Single Sign On (SSO)
or speak with a human being: 1-888-999-4039

Free

Limited to 2 users

Insightly’s original, no-frills plan lets you and a business partner manage contacts, sales, and projects all in one place.

CRM Dashboards

With Insightly Dashboards, see the truth behind your business with powerful out-of-the-box insights — no M.B.A. required.

Kanban Views

With Insightly Kanban Boards, see the past, present, and future of every deal and project, and optimize processes at every stage.

Mobile App

With the Insightly Mobile App, engage your customers wherever you are to build customer relationships that last.

Customer Success Programs

Your success is always our top priority. Our Success Programs provide guidance, phone support, and training to help you get the most out of Insightly CRM. No matter what you want to achieve, we have a Success Program that’s perfect for you.

Frequently Asked Questions

Why does Insightly have a free plan? Back in 2009, Insightly was started with the idea that every business needed a good CRM—even businesses without the cash to pay for one. So we launched the world's first free CRM. It became very popular, very fast, and then we realized that "Free CRM" wasn't an especially sustainable business model. So, we added some paid plans. But Free remains, and it always will. We want to make sure no matter the size of your organization, there's an option that's right for you.

What's the deal with the free trial? We want everyone to experience the incredible power that Insightly has to offer. So, sign up and you'll get 14 days to try out our Professional plan. After that, it's up to you whether to go Free, or pick a paid plan.

Can I see a demo or speak with a sales rep? You sure can. We have real, live human beings at our headquarters in San Francisco, California, who'd be more than happy to give you a demo.

What are my billing options? The majority of our customers use a major credit card to pay subscription fees monthly or annually. All payments are charged in USD, and if you add or remove users, we automatically add or remove charges from your account. We also offer annual invoicing for our corporate customers. If that's your preferred payment method, get in touch with our sales team.

Can I get a refund if I change my mind? Afraid not. However, we don’t charge any setup or cancellation fees, and you can cancel your subscription at any time from within the app to stop future billing. If you're not sure Insightly will be right for your business, go ahead and start a free trial or schedule a live demo.

Does Insightly offer nonprofit discounts? Yes! We love nonprofits of every shape and size. If yours is designated as 501c3 or a charitable organization, you can get a 50% discount on every license. Please email sales@insightly.com to see if your organization qualifies.

Does Insightly integrate with my current business software? Yes. If your other business software is connected to the internet, Insightly integrates with it. We have first-party integrations with popular cloud apps like Office, G-Suite, Quickbooks, and Slack. If by chance we don't have an integration pre-built, our robust and free(!) open API let's you easily connect your software using connector apps like Zapier. And if you need even more than that, Insightly's open API, automated webhooks, and Lambda functions offer infinite extensibility. (Some assembly required.)

What if I need help getting started? Don't sweat it. The journey to CRM success can be a winding road that at times can feel endless—unless you have some help along the way. For DIYers, we provide best-in-class documentation and videos. (Start here!) And for guaranteed success, you can hire an Insightly expert to provide personalized mentorship and training for you and your whole organization.